开着嘟嘟来兜钱Y的个人主页 - 老虎社区

开着嘟嘟来兜钱Y

开着嘟嘟来兜钱Y

此心安处是吾乡！

IP属地：山东

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开着嘟嘟来兜钱Y

2019-10-29

其实我每年也就操作一次股票在年后的山峰上买入然后一直吸收山顶上的氧气那感觉不是你们这些凡夫俗子体会得鸟的

开着嘟嘟来兜钱Y

2019-04-06

今天莫名的心情就好了难道是连续看了两天电影？还是优信涨了一点回来？每次都抱着翻倍的心态买股票结果每次都是被套常年都在回本的路上....... 最近很不想提股票.也不想买卖股票被折腾得心累没有买卖.就没有伤害最近跟很多人的关系都从好.变成不好了没有可谈天阔海的人了. 其实很伤心的. 心凉凉的记得每个阶段.在哪个环境都有玩得极好的朋友可是离开那个圈子.我便不在同那些人儿联系不是不好.只是懒于再去唧唧歪歪可能八字跟人缘分浅薄啊果然不能长时间沉溺在自己的世界里长世界不跟外界联系蜗居在自己的世界里那种悲痛的情绪只会越演愈烈看了一下照片不知这几年的自己干了点什么好陌生真实🉐️有点不认识自己悲哉悲哉

开着嘟嘟来兜钱Y

2020-02-01

好多天前就想上来祈愿却不想言语突然听到一首歌情绪泛滥天秤性格很奇怪.有时候超爱说话.有时候可以一天不说话；高兴的时候.会拼命的说话.不高兴的时候.一句话也不说！感觉活久了.真是什么都能见到没想到可以全国人民一起休业.宅在家！愿国泰民安！纳斯达克真厉害无论你来或不来我都在这可惜的是.Kobe我的青春！过了这个年.突然少了期望你想自己前程似锦.我只希望你一生健康平安！午后的阳光很怡人风也温柔吹走所有的小情绪在这里爆张照吧愿2020的我们健康平安世界第一好

开着嘟嘟来兜钱Y

2020-01-05

请问30之后不需要努力就可以得到的是什么？

开着嘟嘟来兜钱Y

2019-10-11

愿自己有个好梦.我忘记上次做美梦是什么时候.这几年过得太忧心了

好好爱惜自己

愿自己有个好梦.我忘记上次做美梦是什么时候.这几年过得太忧心了

开着嘟嘟来兜钱Y

2020-07-15

$金融界(JRJC)$请你再努力一下.为了想做的事.为了想见的人不要因为眼前的小困难，放弃以后的康庄大道♥

开着嘟嘟来兜钱Y

2019-11-23

我明天再不洗头我就是🐶

开着嘟嘟来兜钱Y

2022-08-25

天晴

开着嘟嘟来兜钱Y

2019-06-13

$优信(UXIN)$ 不知道有生之年还能不能回本[流泪][流泪][流泪]

开着嘟嘟来兜钱Y

2019-10-13

被人喜欢没什么大不了的，被坚定的选择才是最了不起的。

有些人对你好.是先甜后苦.一开始你觉得爱死了.如胶似漆.但到最后就越来越淡.很快分手而有些人就是慢热型的.刚开始你觉得冷漠死了.甚至都不想谈下去.可接触的时间越长.他就对你越好因为爱你在开始的人.是想得到你.爱你到最后的人.才是想陪着你！我太慢热了. 如果不是别人有病那就一定是我有病了

被人喜欢没什么大不了的，被坚定的选择才是最了不起的。

开着嘟嘟来兜钱Y

2022-10-11

人与人之间的信任只有一次思维低层的人真的是让人瑟瑟发抖

开着嘟嘟来兜钱Y

2020-01-02

2020多甜蜜的年份啊希望这一年都跟甜蜜相关希望这一生都跟甜蜜相关

开着嘟嘟来兜钱Y

2023-03-10

如果你亏钱了请不要迁怒于任何人你只能怪你自己没人在掌控你的账户让你下单向内求索、反思是一位交易者走向成熟的第一步

开着嘟嘟来兜钱Y

2022-07-13

喜欢就是动力不喜欢就无法持续不喜欢的工作不喜欢的人都无法持久

开着嘟嘟来兜钱Y

2020-01-14

有些也是时过境迁发现.即使在一起其实也并不是对的人

开着嘟嘟来兜钱Y

2022-07-27

原来以前很想要的某个点过了也就不想要了

开着嘟嘟来兜钱Y

2022-05-23

饿饿饿饱饱饱快乐好简单嘿嘿平时缝缝补补股市挥金如土

开着嘟嘟来兜钱Y

2023-01-26

每一年就那么两次机会人的一生也就那么三次机会

开着嘟嘟来兜钱Y

2022-07-06

事至如今我仍然不知道这山海是可平还是不可平说可平的我恭喜你们说不可平的我祝福你们

开着嘟嘟来兜钱Y

2022-04-05

生活中有太多影响自己心情情绪的事情了[流泪] [流泪] 做一件事情最早的时机是在真正决定做这件事的时刻！$特斯拉(TSLA)$

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我心爱的AMD被打残","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365624448602424","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348614522405096,"gmtCreate":1726138310032,"gmtModify":1726138311467,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348614522405096","repostId":"348600590626920","repostType":1,"repost":{"id":348600590626920,"gmtCreate":1726135013819,"gmtModify":1726135040337,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"IBM悄然新高，背后有怎样的投资机遇？","htmlText":"老牌科技巨头IBM悄然复兴，股价连续上涨，已经逼近历史记录： <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 尤其是最近4个月，IBM不停涨、涨不停，相比纳斯达克指数剧烈的波动，IBM可谓是稳稳地幸福！ 作为老牌科技巨头，IBM再次吸引世人目光的背后，有着怎样的投资逻辑？ 从业务上看，IBM有三大主业，分别是咨询、软件和基础设施，营收占比分别为32.8%、42.7%和23%。 咨询业务包括业务流程咨询、技术实施、系统集成等，帮助客户改进业务流程、转型数字化、优化IT基础设施； 软件业务包括各种企业级软件，如操作系统、数据库管理系统、中间件、数据分析软件等； 基础设施业务主要指的是IBM提供的硬件和相关服务，这些服务支持企业的IT基础设施，帮助其管理和优化计算、存储和网络资源。 今年二季度，IBM总收入达到157.7亿美元，同比增长1.9%，虽然增速不快，但较为稳定： 分业务看，二季度咨询业务营收52亿，同比下滑0.9%，主要受通胀和利率高企影响，企业缩减开支；软件业务营收67亿，同比增长7.1%；基础设施营收36亿，同比增长0.7%： 二季报发布之后，IBM股价开启主升浪，背后的原因主要是AI！ 到目前为止，IBM与AI有关的业务总额已经达到20亿美元，其中，四分之一来自软件，四分之三来自咨询。 管理层表示，AI业务季度环比增速势头强劲！ 咨询业务从AI趋势中受益并不难以理解，上世纪90年代，互联网浪潮兴起，对于这一新鲜事物，企业普遍懵逼，但又觉得暗藏机遇，于是纷纷向咨询公司寻求帮助！ 从1992年到2000年，数字咨询公司 Sapient 的销售额从 95 万美元增长到 5.03 亿美元。 该公司首席执行官奈杰尔·瓦兹(Nigel Vaz)表示，“20 世纪 90 年代中期，首席执行官们会说，'我不知道网站是什么，也不知","listText":"老牌科技巨头IBM悄然复兴，股价连续上涨，已经逼近历史记录： <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 尤其是最近4个月，IBM不停涨、涨不停，相比纳斯达克指数剧烈的波动，IBM可谓是稳稳地幸福！ 作为老牌科技巨头，IBM再次吸引世人目光的背后，有着怎样的投资逻辑？ 从业务上看，IBM有三大主业，分别是咨询、软件和基础设施，营收占比分别为32.8%、42.7%和23%。 咨询业务包括业务流程咨询、技术实施、系统集成等，帮助客户改进业务流程、转型数字化、优化IT基础设施； 软件业务包括各种企业级软件，如操作系统、数据库管理系统、中间件、数据分析软件等； 基础设施业务主要指的是IBM提供的硬件和相关服务，这些服务支持企业的IT基础设施，帮助其管理和优化计算、存储和网络资源。 今年二季度，IBM总收入达到157.7亿美元，同比增长1.9%，虽然增速不快，但较为稳定： 分业务看，二季度咨询业务营收52亿，同比下滑0.9%，主要受通胀和利率高企影响，企业缩减开支；软件业务营收67亿，同比增长7.1%；基础设施营收36亿，同比增长0.7%： 二季报发布之后，IBM股价开启主升浪，背后的原因主要是AI！ 到目前为止，IBM与AI有关的业务总额已经达到20亿美元，其中，四分之一来自软件，四分之三来自咨询。 管理层表示，AI业务季度环比增速势头强劲！ 咨询业务从AI趋势中受益并不难以理解，上世纪90年代，互联网浪潮兴起，对于这一新鲜事物，企业普遍懵逼，但又觉得暗藏机遇，于是纷纷向咨询公司寻求帮助！ 从1992年到2000年，数字咨询公司 Sapient 的销售额从 95 万美元增长到 5.03 亿美元。 该公司首席执行官奈杰尔·瓦兹(Nigel Vaz)表示，“20 世纪 90 年代中期，首席执行官们会说，'我不知道网站是什么，也不知","text":"老牌科技巨头IBM悄然复兴，股价连续上涨，已经逼近历史记录： $IBM(IBM)$ 尤其是最近4个月，IBM不停涨、涨不停，相比纳斯达克指数剧烈的波动，IBM可谓是稳稳地幸福！ 作为老牌科技巨头，IBM再次吸引世人目光的背后，有着怎样的投资逻辑？ 从业务上看，IBM有三大主业，分别是咨询、软件和基础设施，营收占比分别为32.8%、42.7%和23%。 咨询业务包括业务流程咨询、技术实施、系统集成等，帮助客户改进业务流程、转型数字化、优化IT基础设施； 软件业务包括各种企业级软件，如操作系统、数据库管理系统、中间件、数据分析软件等； 基础设施业务主要指的是IBM提供的硬件和相关服务，这些服务支持企业的IT基础设施，帮助其管理和优化计算、存储和网络资源。 今年二季度，IBM总收入达到157.7亿美元，同比增长1.9%，虽然增速不快，但较为稳定： 分业务看，二季度咨询业务营收52亿，同比下滑0.9%，主要受通胀和利率高企影响，企业缩减开支；软件业务营收67亿，同比增长7.1%；基础设施营收36亿，同比增长0.7%： 二季报发布之后，IBM股价开启主升浪，背后的原因主要是AI！ 到目前为止，IBM与AI有关的业务总额已经达到20亿美元，其中，四分之一来自软件，四分之三来自咨询。 管理层表示，AI业务季度环比增速势头强劲！ 咨询业务从AI趋势中受益并不难以理解，上世纪90年代，互联网浪潮兴起，对于这一新鲜事物，企业普遍懵逼，但又觉得暗藏机遇，于是纷纷向咨询公司寻求帮助！ 从1992年到2000年，数字咨询公司 Sapient 的销售额从 95 万美元增长到 5.03 亿美元。 该公司首席执行官奈杰尔·瓦兹(Nigel Vaz)表示，“20 世纪 90 年代中期，首席执行官们会说，'我不知道网站是什么，也不知","images":[{"img":"https://static.tigerbbs.com/942d9a1ae51a64f7ade4dda79ad6631a","width":"1263","height":"825"},{"img":"https://static.tigerbbs.com/22721c1a02fee0a03104d536076712fa","width":"1372","height":"601"},{"img":"https://static.tigerbbs.com/b9206d147229fdd8984231fd3536cf7c","width":"1479","height":"636"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348600590626920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342391226839152,"gmtCreate":1724632132433,"gmtModify":1724632134946,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"这世界 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没有任何东西是不能替代的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342391226839152","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320282082918560,"gmtCreate":1719221352874,"gmtModify":1719221354314,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"📝","listText":"📝","text":"📝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320282082918560","repostId":"320327665573960","repostType":1,"repost":{"id":320327665573960,"gmtCreate":1719214260107,"gmtModify":1719214337162,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"半导体Bot","avatar":"https://static.tigerbbs.com/8d0e9f632cb989ffc1282913c1284971","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010366","authorIdStr":"10000000000010366"},"themes":[],"title":"英伟达为何力推“主权AI”","htmlText":"英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 芯片目前的主要买家是科技公司，打造“主权AI”这个概念，是想把芯片卖给新客户——各国政府全球各国政府正在成为英伟达的最新目标客户。英伟达是全球AI芯片巨头，也是全球市值第三的科技企业。截至美国东部时间6月17日下午收盘时，英伟达市值3.22万亿美元，目前仅次于微软和苹果。英伟达正在力推“主权AI”（Sovereign AI）战略。“主权AI”概念并非英伟达首创——2020年欧洲议会通过了有关如何更好地监管人工智能的提案，强调了在开发、部署和使用AI时应遵循的道德原则和法律义务。此外，欧盟也关注数据主权问题，并在2018年实施了《欧盟通用数据保护条例》，对所有在欧盟境内经营的企业做出规范。这可谓是“主权AI”概念的雏形。但“主权AI”概念的火爆，是从英伟达创始人黄仁勋2024年世界政府峰会上的发言开始的。英伟达官网对“主权AI”有一个明确解释：主权AI涵盖物理和数据基础设施。后者包括自主基础模型，例如大型语言模型，由本地团队开发并在本地数据集上进行训练，以促进特定方言、文化和实践的包容性。今年2月，英伟达创始人黄仁勋在迪拜世界政府峰会直言，每个国家都应该建立自己的“主权AI”。英伟达官网发布的新闻稿显示，黄仁勋已经分别与加拿大、法国、印度、日本、马来西亚、新加坡、越南等国领导人进行了会谈。英伟达“主权AI”客户包括新加坡、日本、法国、意大利、印度等国政府。从市场客户分类的角度看，英伟达“主权AI”业务可理解为向各国政府出售AI芯片。英伟达该领域的收入增长正在迅猛增长。该公司管理层在2024年一季度财报电话会上披露，2024年“主权AI”业务将为英伟达带来近100亿美元营收。而在2023年，该业务收入为零。2023年英伟达全年营收609亿美元，数据中心业务收入475亿","listText":"英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 芯片目前的主要买家是科技公司，打造“主权AI”这个概念，是想把芯片卖给新客户——各国政府全球各国政府正在成为英伟达的最新目标客户。英伟达是全球AI芯片巨头，也是全球市值第三的科技企业。截至美国东部时间6月17日下午收盘时，英伟达市值3.22万亿美元，目前仅次于微软和苹果。英伟达正在力推“主权AI”（Sovereign AI）战略。“主权AI”概念并非英伟达首创——2020年欧洲议会通过了有关如何更好地监管人工智能的提案，强调了在开发、部署和使用AI时应遵循的道德原则和法律义务。此外，欧盟也关注数据主权问题，并在2018年实施了《欧盟通用数据保护条例》，对所有在欧盟境内经营的企业做出规范。这可谓是“主权AI”概念的雏形。但“主权AI”概念的火爆，是从英伟达创始人黄仁勋2024年世界政府峰会上的发言开始的。英伟达官网对“主权AI”有一个明确解释：主权AI涵盖物理和数据基础设施。后者包括自主基础模型，例如大型语言模型，由本地团队开发并在本地数据集上进行训练，以促进特定方言、文化和实践的包容性。今年2月，英伟达创始人黄仁勋在迪拜世界政府峰会直言，每个国家都应该建立自己的“主权AI”。英伟达官网发布的新闻稿显示，黄仁勋已经分别与加拿大、法国、印度、日本、马来西亚、新加坡、越南等国领导人进行了会谈。英伟达“主权AI”客户包括新加坡、日本、法国、意大利、印度等国政府。从市场客户分类的角度看，英伟达“主权AI”业务可理解为向各国政府出售AI芯片。英伟达该领域的收入增长正在迅猛增长。该公司管理层在2024年一季度财报电话会上披露，2024年“主权AI”业务将为英伟达带来近100亿美元营收。而在2023年，该业务收入为零。2023年英伟达全年营收609亿美元，数据中心业务收入475亿","text":"英伟达 $英伟达(NVDA)$ 芯片目前的主要买家是科技公司，打造“主权AI”这个概念，是想把芯片卖给新客户——各国政府全球各国政府正在成为英伟达的最新目标客户。英伟达是全球AI芯片巨头，也是全球市值第三的科技企业。截至美国东部时间6月17日下午收盘时，英伟达市值3.22万亿美元，目前仅次于微软和苹果。英伟达正在力推“主权AI”（Sovereign AI）战略。“主权AI”概念并非英伟达首创——2020年欧洲议会通过了有关如何更好地监管人工智能的提案，强调了在开发、部署和使用AI时应遵循的道德原则和法律义务。此外，欧盟也关注数据主权问题，并在2018年实施了《欧盟通用数据保护条例》，对所有在欧盟境内经营的企业做出规范。这可谓是“主权AI”概念的雏形。但“主权AI”概念的火爆，是从英伟达创始人黄仁勋2024年世界政府峰会上的发言开始的。英伟达官网对“主权AI”有一个明确解释：主权AI涵盖物理和数据基础设施。后者包括自主基础模型，例如大型语言模型，由本地团队开发并在本地数据集上进行训练，以促进特定方言、文化和实践的包容性。今年2月，英伟达创始人黄仁勋在迪拜世界政府峰会直言，每个国家都应该建立自己的“主权AI”。英伟达官网发布的新闻稿显示，黄仁勋已经分别与加拿大、法国、印度、日本、马来西亚、新加坡、越南等国领导人进行了会谈。英伟达“主权AI”客户包括新加坡、日本、法国、意大利、印度等国政府。从市场客户分类的角度看，英伟达“主权AI”业务可理解为向各国政府出售AI芯片。英伟达该领域的收入增长正在迅猛增长。该公司管理层在2024年一季度财报电话会上披露，2024年“主权AI”业务将为英伟达带来近100亿美元营收。而在2023年，该业务收入为零。2023年英伟达全年营收609亿美元，数据中心业务收入475亿","images":[{"img":"https://static.tigerbbs.com/0469c11a2f417fa44db706664e3dd26a","width":"1000","height":"241"},{"img":"https://static.tigerbbs.com/e33844aab59911880e96675f1e06aba4","width":"1080","height":"615"},{"img":"https://static.tigerbbs.com/83dacd8c5300b6daa1c83af205050a0c","width":"1000","height":"241"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320327665573960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310600309633032,"gmtCreate":1716857785599,"gmtModify":1716857786985,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310600309633032","repostId":"310453031395496","repostType":1,"repost":{"id":310453031395496,"gmtCreate":1716812608784,"gmtModify":1716868769350,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"段永平为什么总是卖put？你更喜欢做买方还是卖方？","htmlText":"<a href=\"https://laohu8.com/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;d46e7c57447d4e8aa195ff876dbaeac0&quot;,&quot;type&quot;:0}\" target=\"_blank\">【每日期权交易】新手老手集合！快来分享你的操作</a> 期权主题活动开启！分享你的操作，一起赢取丰厚奖励！🎁为什么要买期权？——以小博大，只需要付一小笔保证金，就可以用有限损失（最大损失就是保证金），去撬动超值收益。[开心]而对手方，卖方，则是承担无限风险，去获得有限收益。那谁愿意做卖方，当这样的“傻瓜”呢？这就不禁让人想到经常分享自己卖put的段永平，他为什么愿意做这样的“傻瓜”呢？（首先，他选择sell put的公司都是自己看好的，比如苹果。）有人购买看跌期权，是预估未来会下跌，当行权时股价没跌，买方就会选择不行权，段永平就赚取了保证金；但当对方行权，段永平需要按照约定价格，购买对方卖出的股票。所以段sell put的时候，就准备好了买入股票所需要的资金，同时，他会用这笔资金去购买国债，到了行权的时候，段不仅可以获得保证金的收入，还额外获得了国债的收益。（也就是说，他既拥有了权利，也锁定了最终的损失~）所以作为卖方来说，无论是否行权，他都可以赚取自己计划内的收益，而作为买方，更多是希望以小博大了~[龇牙]亲爱的小虎们，你们是喜欢做期权买方还是卖方呢？点击下方主题链接参与期权活动！分享你的期权操作，不论心得&amp;体会，模拟&amp;实操，主题内发帖，即可赢取虎币！还有周边及代金券活动奖励！🎁🎁","listText":"<a href=\"https://laohu8.com/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;d46e7c57447d4e8aa195ff876dbaeac0&quot;,&quot;type&quot;:0}\" target=\"_blank\">【每日期权交易】新手老手集合！快来分享你的操作</a> 期权主题活动开启！分享你的操作，一起赢取丰厚奖励！🎁为什么要买期权？——以小博大，只需要付一小笔保证金，就可以用有限损失（最大损失就是保证金），去撬动超值收益。[开心]而对手方，卖方，则是承担无限风险，去获得有限收益。那谁愿意做卖方，当这样的“傻瓜”呢？这就不禁让人想到经常分享自己卖put的段永平，他为什么愿意做这样的“傻瓜”呢？（首先，他选择sell put的公司都是自己看好的，比如苹果。）有人购买看跌期权，是预估未来会下跌，当行权时股价没跌，买方就会选择不行权，段永平就赚取了保证金；但当对方行权，段永平需要按照约定价格，购买对方卖出的股票。所以段sell put的时候，就准备好了买入股票所需要的资金，同时，他会用这笔资金去购买国债，到了行权的时候，段不仅可以获得保证金的收入，还额外获得了国债的收益。（也就是说，他既拥有了权利，也锁定了最终的损失~）所以作为卖方来说，无论是否行权，他都可以赚取自己计划内的收益，而作为买方，更多是希望以小博大了~[龇牙]亲爱的小虎们，你们是喜欢做期权买方还是卖方呢？点击下方主题链接参与期权活动！分享你的期权操作，不论心得&amp;体会，模拟&amp;实操，主题内发帖，即可赢取虎币！还有周边及代金券活动奖励！🎁🎁","text":"【每日期权交易】新手老手集合！快来分享你的操作 期权主题活动开启！分享你的操作，一起赢取丰厚奖励！🎁为什么要买期权？——以小博大，只需要付一小笔保证金，就可以用有限损失（最大损失就是保证金），去撬动超值收益。[开心]而对手方，卖方，则是承担无限风险，去获得有限收益。那谁愿意做卖方，当这样的“傻瓜”呢？这就不禁让人想到经常分享自己卖put的段永平，他为什么愿意做这样的“傻瓜”呢？（首先，他选择sell put的公司都是自己看好的，比如苹果。）有人购买看跌期权，是预估未来会下跌，当行权时股价没跌，买方就会选择不行权，段永平就赚取了保证金；但当对方行权，段永平需要按照约定价格，购买对方卖出的股票。所以段sell put的时候，就准备好了买入股票所需要的资金，同时，他会用这笔资金去购买国债，到了行权的时候，段不仅可以获得保证金的收入，还额外获得了国债的收益。（也就是说，他既拥有了权利，也锁定了最终的损失~）所以作为卖方来说，无论是否行权，他都可以赚取自己计划内的收益，而作为买方，更多是希望以小博大了~[龇牙]亲爱的小虎们，你们是喜欢做期权买方还是卖方呢？点击下方主题链接参与期权活动！分享你的期权操作，不论心得&体会，模拟&实操，主题内发帖，即可赢取虎币！还有周边及代金券活动奖励！🎁🎁","images":[{"img":"https://static.tigerbbs.com/226adbc3c7f7f6ad36b98f525fb12f4c","width":"753","height":"406"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310453031395496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298467158007904,"gmtCreate":1713900388811,"gmtModify":1713900390485,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298467158007904","repostId":"298442427146376","repostType":1,"repost":{"id":298442427146376,"gmtCreate":1713900292412,"gmtModify":1713900324209,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"本周机构力推策略：价内跨式小杠杆同时控制风险","htmlText":"据上周大跌的影响，本周科技股财报即使数据良好，也可能不会出现大涨，甚至还会下跌。所以科技股期权大单看起来全部变得十分稳健，机构开始通过价内期权组合来降低成本，把控风险。这反映市场对当前大盘反弹的持续性存有疑虑。<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 我认为META依然是本财报季最强股，因为垄断地位优势突出。但不要抱有太高预期，由于前一阵大跌，525美元成为一个小阻力位，因此重现上季20%的飙升并不现实。不跌就足够了，因为sell put年化收益率很高，本周卖出平价看跌期权的年化收益达到355%。不过稳健起见，本次卖出看跌期权策略就不选平价了。机构期权交易显示，他们买入 <a href=\"https://laohu8.com/OPT/META%2020240621%20475.0%20CALL\">$META 20240621 475.0 CALL$</a> 卖出 <a href=\"https://laohu8.com/OPT/META%2020240621%20550.0%20CALL\">$META 20240621 550.0 CALL$</a> 组合。根据行权价计算预期，预期财报涨幅不超过5%。对于卖出看跌期，权行权价可以考虑475 <a href=\"https://laohu8.com/OPT/META%2020240503%20475.0%20PUT\">$META 20240503 475.0 PUT$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 预期波动率与META相仿，4.7%。但机构的期权大单比META更加稳健，他们买入的是价内跨式：","listText":"据上周大跌的影响，本周科技股财报即使数据良好，也可能不会出现大涨，甚至还会下跌。所以科技股期权大单看起来全部变得十分稳健，机构开始通过价内期权组合来降低成本，把控风险。这反映市场对当前大盘反弹的持续性存有疑虑。<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 我认为META依然是本财报季最强股，因为垄断地位优势突出。但不要抱有太高预期，由于前一阵大跌，525美元成为一个小阻力位，因此重现上季20%的飙升并不现实。不跌就足够了，因为sell 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旗下品牌）的联名，这种跨品牌的合作，让消费者和投资者都皆大欢喜。喜茶FENDI联名饮品遭疯抢：小程序多次闪崩，有黄牛翻倍炒卖_手机 ...从投资视角来看，这肯定是个双赢的合作。1、虽然今天A股盘面上的茅台并不强势，但这可以很好地打开在年轻群体中的影响力。很多茅台的用户可能有话要说了：茅台不太稀罕。但是培养下一代接班用户，总是好事！2、虽然美股今天不开盘，不能直接看出对 <a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 的股价影响，但它可能是合作的最大受益方。与茅台的联名不仅仅是营销，也算是一种品牌背书。瑞幸自从造假事件以来，最缺的就是投资者再度信任。既然茅台肯背书，那么对瑞幸的知名度、品牌价值提升意义重大；3、销量是实实在在在瑞幸这边的，虽然不清楚是否按销量与茅台分成（一般不太会），但肯定可以短期内提升瑞幸的业绩。4、有力地回应市场对瑞幸“被库迪咖啡击败”、“不及星巴克的前景”等质疑。事实上瑞幸以及超越星巴克中国业务成为中国市场第一（按单量和销量来算），而库迪咖啡恶性竞争也不会是长远之路。最后，再看回顾下我对瑞幸的估值看法，写在Q2财报分析《","text":"每一杯“酱香拿铁”，都含53度茅台。今天的 $贵州茅台(600519)$ 与 $瑞幸咖啡(LKNCY)$ 的联名款咖啡，可谓真是刷屏了！也包办了各大热搜。联想到此前的喜茶与FENDI（ $路易威登(LVMUY)$ 旗下品牌）的联名，这种跨品牌的合作，让消费者和投资者都皆大欢喜。喜茶FENDI联名饮品遭疯抢：小程序多次闪崩，有黄牛翻倍炒卖_手机 ...从投资视角来看，这肯定是个双赢的合作。1、虽然今天A股盘面上的茅台并不强势，但这可以很好地打开在年轻群体中的影响力。很多茅台的用户可能有话要说了：茅台不太稀罕。但是培养下一代接班用户，总是好事！2、虽然美股今天不开盘，不能直接看出对 $瑞幸咖啡(LKNCY)$ 的股价影响，但它可能是合作的最大受益方。与茅台的联名不仅仅是营销，也算是一种品牌背书。瑞幸自从造假事件以来，最缺的就是投资者再度信任。既然茅台肯背书，那么对瑞幸的知名度、品牌价值提升意义重大；3、销量是实实在在在瑞幸这边的，虽然不清楚是否按销量与茅台分成（一般不太会），但肯定可以短期内提升瑞幸的业绩。4、有力地回应市场对瑞幸“被库迪咖啡击败”、“不及星巴克的前景”等质疑。事实上瑞幸以及超越星巴克中国业务成为中国市场第一（按单量和销量来算），而库迪咖啡恶性竞争也不会是长远之路。最后，再看回顾下我对瑞幸的估值看法，写在Q2财报分析《","images":[{"img":"https://static.tigerbbs.com/0d4b1eb488d8e119a203e5fbe64d01ef","width":"548","height":"375"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216323509645352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":206705773637888,"gmtCreate":1691494721613,"gmtModify":1691494723112,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"各怀鬼胎 做人还是正大光明好","listText":"各怀鬼胎 做人还是正大光明好","text":"各怀鬼胎 做人还是正大光明好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206705773637888","isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187569545031712,"gmtCreate":1686819416659,"gmtModify":1686819418084,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187569545031712","repostId":"187335978823752","repostType":1,"repost":{"id":187335978823752,"gmtCreate":1686762456671,"gmtModify":1686762472904,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"近期机构追高策略一览","htmlText":"我有位朋友，他等了很久的英伟达回调，但后来发现越等越高，现价直接买感觉有点亏，问我怎么办。然后我把下列大单分享给了他:sell <a href=\"https://laohu8.com/OPT/AMD%2020230818%20140.0%20PUT\">$AMD 20230818 140.0 PUT$</a> 到期日8月18日，行权价140.sell <a href=\"https://laohu8.com/OPT/AMD%2020230915%20135.0%20PUT\">$AMD 20230915 135.0 PUT$</a> 到期日9月15日，行权价135.怎么评价AMD这两张sell put大单呢。对于机构来说，相比于直接持股，在强势股票的“高位”卖出平价甚至价内put性价比更高。而这种选择也说明他们认为大跌概率很低。可能有人会问都卖140put了，为什么不买140的call呢？我去查了一下，确实有人做了这单策略，买140卖170:buy <a href=\"https://laohu8.com/OPT/AMD%2020230818%20140.0%20CALL\">$AMD 20230818 140.0 CALL$</a> sell <a href=\"https://laohu8.com/OPT/AMD%2020230818%20170.0%20CALL\">$AMD 20230818 170.0 CALL$</a> 总之，AMD不跌，<a href=\"https://laohu8.com/TW/186697638031376\" target=\"_blank\">苹果不跌</a>，整体市场就很难跌。另外AMD这几张平价sell put侧面佐证<a href=\"https://laohu8.com/TW/182749827199176\" target=\"_blank\">NVDA</a>","listText":"我有位朋友，他等了很久的英伟达回调，但后来发现越等越高，现价直接买感觉有点亏，问我怎么办。然后我把下列大单分享给了他:sell <a href=\"https://laohu8.com/OPT/AMD%2020230818%20140.0%20PUT\">$AMD 20230818 140.0 PUT$</a> 到期日8月18日，行权价140.sell <a href=\"https://laohu8.com/OPT/AMD%2020230915%20135.0%20PUT\">$AMD 20230915 135.0 PUT$</a> 到期日9月15日，行权价135.怎么评价AMD这两张sell put大单呢。对于机构来说，相比于直接持股，在强势股票的“高位”卖出平价甚至价内put性价比更高。而这种选择也说明他们认为大跌概率很低。可能有人会问都卖140put了，为什么不买140的call呢？我去查了一下，确实有人做了这单策略，买140卖170:buy <a href=\"https://laohu8.com/OPT/AMD%2020230818%20140.0%20CALL\">$AMD 20230818 140.0 CALL$</a> sell <a href=\"https://laohu8.com/OPT/AMD%2020230818%20170.0%20CALL\">$AMD 20230818 170.0 CALL$</a> 总之，AMD不跌，<a href=\"https://laohu8.com/TW/186697638031376\" target=\"_blank\">苹果不跌</a>，整体市场就很难跌。另外AMD这几张平价sell put侧面佐证<a href=\"https://laohu8.com/TW/182749827199176\" target=\"_blank\">NVDA</a>","text":"我有位朋友，他等了很久的英伟达回调，但后来发现越等越高，现价直接买感觉有点亏，问我怎么办。然后我把下列大单分享给了他:sell $AMD 20230818 140.0 PUT$ 到期日8月18日，行权价140.sell $AMD 20230915 135.0 PUT$ 到期日9月15日，行权价135.怎么评价AMD这两张sell put大单呢。对于机构来说，相比于直接持股，在强势股票的“高位”卖出平价甚至价内put性价比更高。而这种选择也说明他们认为大跌概率很低。可能有人会问都卖140put了，为什么不买140的call呢？我去查了一下，确实有人做了这单策略，买140卖170:buy $AMD 20230818 140.0 CALL$ sell $AMD 20230818 170.0 CALL$ 总之，AMD不跌，苹果不跌，整体市场就很难跌。另外AMD这几张平价sell put侧面佐证NVDA","images":[{"img":"https://static.tigerbbs.com/b7ef091d779b147acd75267d1b0d6daf","width":"2432","height":"158"},{"img":"https://static.tigerbbs.com/37448fa0b24b526084757ec1151a5ce7","width":"2402","height":"264"},{"img":"https://static.tigerbbs.com/731d9f0c6c587e2bc900fde31ccd1a5d","width":"2396","height":"208"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187335978823752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652447293,"gmtCreate":1684857958612,"gmtModify":1684857961350,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"不知道 心里装着啥","listText":"不知道 心里装着啥","text":"不知道 心里装着啥","images":[{"img":"https://static.tigerbbs.com/3b631f39c5864ef49d26561b79e3b648","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652447293","isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":652968742,"gmtCreate":1684228022287,"gmtModify":1684228023900,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652968742","repostId":"652961197","repostType":1,"repost":{"id":652961197,"gmtCreate":1684227463420,"gmtModify":1684227836557,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"【投资线索】Q1的13F有意想不到？盘点4宗最","htmlText":"23年第一季度持仓的13F近期不断公布，因为今年美股整体属震荡行情，这些基金们的选择也是市场的焦点。不过，不同基金经理的重点可谓大相径庭，我们关注一下有哪些“意外”之举。最大胆：大空头Micheal Burry——建仓中小银行，增持中概股。大空头的原型就是他，Micheal曾在今年Q1删光所有Twitter，只留了一个词“Sell”，然后股市就默默新高了。所以无论什么年头，做空都是挺难的，通过做空来赚大钱，都是小概率事件。这次它的Scion基金，清仓了去年的多只因为美国复苏而出现的持仓，包括 <a href=\"https://laohu8.com/S/BKI\">$巴克艾科技(BKI)$</a> 、 <a href=\"https://laohu8.com/S/WWW\">$沃尔弗林集团(WWW)$</a> 、 <a href=\"https://laohu8.com/S/MGM\">$美高梅(MGM)$</a> 、 <a href=\"https://laohu8.com/S/QRTEA\">$Qurate Retail-A(QRTEA)$</a> 等，这倒也好理解，毕竟不是担忧衰退么然后这哥们反手就买了地区性银行，包括 <a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$</a> <a href=\"https://laohu8.com/S/WAL\">$阿莱恩斯西部银行(WAL)$</a> <a href=\"https://laohu8.com/S/PACW\">$西太平洋合众银行(PACW)$</a> 等等，这些都在风口浪尖上。果然会做空的男人胆子大。最现实：桥水基金——回避消费，拥抱科技。头号对冲基金桥水的最新调仓基本显示了整个对冲基金行业Q1的心态，面对粘性很高的核心通胀，以及美联储完全没想停下来的加息脚步，暂时卖出消费股避避风头，正好转","listText":"23年第一季度持仓的13F近期不断公布，因为今年美股整体属震荡行情，这些基金们的选择也是市场的焦点。不过，不同基金经理的重点可谓大相径庭，我们关注一下有哪些“意外”之举。最大胆：大空头Micheal Burry——建仓中小银行，增持中概股。大空头的原型就是他，Micheal曾在今年Q1删光所有Twitter，只留了一个词“Sell”，然后股市就默默新高了。所以无论什么年头，做空都是挺难的，通过做空来赚大钱，都是小概率事件。这次它的Scion基金，清仓了去年的多只因为美国复苏而出现的持仓，包括 <a href=\"https://laohu8.com/S/BKI\">$巴克艾科技(BKI)$</a> 、 <a href=\"https://laohu8.com/S/WWW\">$沃尔弗林集团(WWW)$</a> 、 <a href=\"https://laohu8.com/S/MGM\">$美高梅(MGM)$</a> 、 <a href=\"https://laohu8.com/S/QRTEA\">$Qurate Retail-A(QRTEA)$</a> 等，这倒也好理解，毕竟不是担忧衰退么然后这哥们反手就买了地区性银行，包括 <a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$</a> <a href=\"https://laohu8.com/S/WAL\">$阿莱恩斯西部银行(WAL)$</a> <a href=\"https://laohu8.com/S/PACW\">$西太平洋合众银行(PACW)$</a> 等等，这些都在风口浪尖上。果然会做空的男人胆子大。最现实：桥水基金——回避消费，拥抱科技。头号对冲基金桥水的最新调仓基本显示了整个对冲基金行业Q1的心态，面对粘性很高的核心通胀，以及美联储完全没想停下来的加息脚步，暂时卖出消费股避避风头，正好转","text":"23年第一季度持仓的13F近期不断公布，因为今年美股整体属震荡行情，这些基金们的选择也是市场的焦点。不过，不同基金经理的重点可谓大相径庭，我们关注一下有哪些“意外”之举。最大胆：大空头Micheal Burry——建仓中小银行，增持中概股。大空头的原型就是他，Micheal曾在今年Q1删光所有Twitter，只留了一个词“Sell”，然后股市就默默新高了。所以无论什么年头，做空都是挺难的，通过做空来赚大钱，都是小概率事件。这次它的Scion基金，清仓了去年的多只因为美国复苏而出现的持仓，包括 $巴克艾科技(BKI)$ 、 $沃尔弗林集团(WWW)$ 、 $美高梅(MGM)$ 、 $Qurate Retail-A(QRTEA)$ 等，这倒也好理解，毕竟不是担忧衰退么然后这哥们反手就买了地区性银行，包括 $第一共和银行(FRC)$ $阿莱恩斯西部银行(WAL)$ $西太平洋合众银行(PACW)$ 等等，这些都在风口浪尖上。果然会做空的男人胆子大。最现实：桥水基金——回避消费，拥抱科技。头号对冲基金桥水的最新调仓基本显示了整个对冲基金行业Q1的心态，面对粘性很高的核心通胀，以及美联储完全没想停下来的加息脚步，暂时卖出消费股避避风头，正好转","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652961197","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656791238,"gmtCreate":1683956479825,"gmtModify":1683956481597,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"为什么我总是喜欢看向窗外 为什么我总是喜欢大海 为什么我总是喜欢无边界的空间","listText":"为什么我总是喜欢看向窗外 为什么我总是喜欢大海 为什么我总是喜欢无边界的空间","text":"为什么我总是喜欢看向窗外 为什么我总是喜欢大海 为什么我总是喜欢无边界的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656791238","isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658651447,"gmtCreate":1682607685789,"gmtModify":1682607691231,"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500014520352090","authorIdStr":"3500014520352090"},"themes":[],"htmlText":"（转） 23年4H级别单边趋势信号1次，就是1月中旬至月末的单边上涨 一波单边趋势周期平均7-18天，大震荡周期短点，牛市长点 这还包括了不太规律性的单边趋势状态，同时包含了上涨和下跌 一年365天，只出现2-5次7-18天的交易机会 平均下60天，16%的时间持仓，其他84%的时间都该是空仓状态... 所以，能总结出什么来呢？ 我赚钱只是偶然，亏钱才是常态... 其中的时间成本，机会成本代价高昂... 并且，为了抓住那一年仅有的几次机会，试错成本代价巨大... 上一轮牛市行情，也仅仅是一波日线级别的单边上升趋势... 行吧，这么一复盘，我都想放弃我现在的交易系统了... 说真的，如果能知行合一的执行我这套交易系统 那他的交易心态真是无比的好哇 嗯，我不是在自夸... 我只是有些伤感... 啥时候再来让我抓一波日线单边上升趋势呢... 可能，我与“暴富”，还差一轮牛市吧... 或者，当“市场”变化，交易系统失效，我再也没有了像曾经一样的机遇...","listText":"（转） 23年4H级别单边趋势信号1次，就是1月中旬至月末的单边上涨 一波单边趋势周期平均7-18天，大震荡周期短点，牛市长点 这还包括了不太规律性的单边趋势状态，同时包含了上涨和下跌 一年365天，只出现2-5次7-18天的交易机会 平均下60天，16%的时间持仓，其他84%的时间都该是空仓状态... 所以，能总结出什么来呢？ 我赚钱只是偶然，亏钱才是常态... 其中的时间成本，机会成本代价高昂... 并且，为了抓住那一年仅有的几次机会，试错成本代价巨大... 上一轮牛市行情，也仅仅是一波日线级别的单边上升趋势... 行吧，这么一复盘，我都想放弃我现在的交易系统了... 说真的，如果能知行合一的执行我这套交易系统 那他的交易心态真是无比的好哇 嗯，我不是在自夸... 我只是有些伤感... 啥时候再来让我抓一波日线单边上升趋势呢... 可能，我与“暴富”，还差一轮牛市吧... 或者，当“市场”变化，交易系统失效，我再也没有了像曾经一样的机遇...","text":"（转） 23年4H级别单边趋势信号1次，就是1月中旬至月末的单边上涨 一波单边趋势周期平均7-18天，大震荡周期短点，牛市长点 这还包括了不太规律性的单边趋势状态，同时包含了上涨和下跌 一年365天，只出现2-5次7-18天的交易机会 平均下60天，16%的时间持仓，其他84%的时间都该是空仓状态... 所以，能总结出什么来呢？ 我赚钱只是偶然，亏钱才是常态... 其中的时间成本，机会成本代价高昂... 并且，为了抓住那一年仅有的几次机会，试错成本代价巨大... 上一轮牛市行情，也仅仅是一波日线级别的单边上升趋势... 行吧，这么一复盘，我都想放弃我现在的交易系统了... 说真的，如果能知行合一的执行我这套交易系统 那他的交易心态真是无比的好哇 嗯，我不是在自夸... 我只是有些伤感... 啥时候再来让我抓一波日线单边上升趋势呢... 可能，我与“暴富”，还差一轮牛市吧... 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"生活中有太多影响自己心情 情绪的事情了[流泪]&nbsp;[流泪]&nbsp;做一件事情最早的时机是在真正决定做这件事的时刻！<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"生活中有太多影响自己心情 情绪的事情了[流泪] [流泪] 做一件事情最早的时机是在真正决定做这件事的时刻！$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/619182515","isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500014520352090","authorId":"3500014520352090","name":"开着嘟嘟来兜钱Y","avatar":"https://static.tigerbbs.com/5438d1047322d011916e4589b3624d45","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3500014520352090","idStr":"3500014520352090"},"content":"有些机会错过了就是错过了 再也不会回来","text":"有些机会错过了就是错过了 再也不会回来","html":"有些机会错过了就是错过了 再也不会回来"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}